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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,947 | $31,741-84.4% | $56,025-91.2% | $200,096-97.5% |
| Participation rate | 18.2% | 32.3%-14.1pp | 52.5%-34.3pp | 72.0%-53.8pp |
| Annual return | 8.26% | 14.72%-6.5pp | 1712.69%-1704.4pp | 34.26%-26.0pp |
| Employer contribution / active EE | $153 | $508-69.9% | $1,042-85.4% | $3,038-95.0% |
| Participant deferral / active EE | $259 | $1,184-78.1% | $1,955-86.8% | $5,090-94.9% |
| Admin fee / account holder | $600 | $426+40.8% | $2,828-78.8% | $269+122.8% |